Motilal Oswal Financial Services Fund · Regular · Growth
NAV
₹10.6152
as of 15 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹76 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.31%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +33.71%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks47.00%
- Finance21.00%
- Capital Markets9.00%
- Insurance4.00%
- Financial Technology (Fintech)4.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Motilal Oswal Financial Services Fund- Regular-IDCW-
- 1Hdfc Bank Limited8.73%
- 2Icici Bank Limited8.37%
- 3State Bank Of India7.22%
- 4Axis Bank Limited7.01%
- 5Bajaj Finance Ltd6.84%
- 6Indusind Bank Limited4.20%
- 7Au Small Finance Bank Limited4.04%
- 8Shriram Finance Limited3.95%
- 9Pb Fintech Limited3.88%
- 10Rbl Bank Limited3.71%
Investment Objective
Motilal Oswal Financial Services Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Motilal Oswal Financial Services Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹76.2 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY FINANCIAL SERVICES TOTAL RETURN INDEX.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations